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Las carteras de acciones más recientes de los mejores inversionistas y fondos de cobertura del mundo

Nombre AUM Crecimiento
de AUM
AUM
Crecimiento %
Trim.
Rend. est.
Rendimiento est.
a 3 años
Posiciones en cartera Rotación de cartera Tenencia prom.
(años)
First Bankers Trust
4826
First Bankers Trust
Kentucky
USD 216 M +USD 17.2 M +9% 8.67% 78.9% 121 9.09% 7
Hixon Zuercher
4827
Hixon Zuercher
Ohio
USD 215 M +USD 24.6 M +13% 12.1% 101% 64 12.5% 2.7
Bell & Brown Wealth Advisors
4828
Bell & Brown Wealth Advisors
California
USD 215 M – – 12.6% 125% 74 – 4.4
Glovista Investments
4829
Glovista Investments
New Jersey
USD 215 M +USD 46.8 M +28% 6.88% 2.48% 44 27.27% 2.5
Raleigh Capital Management
4830
Raleigh Capital Management
North Carolina
USD 215 M +USD 19.2 M +10% 9.66% 79.9% 1,200 31% 1
Invesco LLC (Illinois)
4831
Invesco LLC (Illinois)
Illinois
USD 215 M +USD 16.8 M +8% 10.9% 122% 162 10.49% 0.5
Joule Financial
4832
Joule Financial
Kentucky
USD 215 M +USD 19.4 M +10% 10.2% 55.5% 122 29.51% 1
Royal Harbor Partners
4833
Royal Harbor Partners
Texas
USD 215 M +USD 23.2 M +12% 8.79% 54.6% 55 23.64% 1.9
Vista Investment Management
4834
Vista Investment Management
Pennsylvania
USD 215 M +USD 24.8 M +13% 8.95% 54.4% 172 9.88% 4.1
Letson Investment Management
4835
Letson Investment Management
Georgia
USD 215 M – – 10.6% 56.7% 92 – 0
Walled Lake Planning & Wealth Management
4836
Walled Lake Planning & Wealth Management
Illinois
USD 215 M +USD 15.5 M +8% 10.6% 62.6% 113 15.04% 1.6
Comprehensive Financial Consultants Institutional
4837
Comprehensive Financial Consultants Institutional
Indiana
USD 215 M +USD 24.8 M +13% 10.3% 78% 164 13.41% 1.6
Hudson Value Partners
4838
Hudson Value Partners
Florida
USD 215 M +USD 24.6 M +13% 12.8% 124% 104 14.42% 2.2
MWM
4839
MTC Wealth Management
Florida
USD 215 M +USD 11.9 M +6% 8% 30.5% 13 7.69% 2.4
Everpar Advisors
4840
Everpar Advisors
Oklahoma
USD 215 M – – 12.6% – 276 – 0
Beddow Capital Management
4841
Beddow Capital Management
Wyoming
USD 215 M +USD 9.6 M +5% 2.71% 50.7% 58 6.9% 4.6
Sculati Wealth Management
4842
Sculati Wealth Management
Michigan
USD 215 M +USD 19 M +10% 11.4% 80.3% 105 7.62% 2.9
TSA Wealth Management
4843
TSA Wealth Management
Texas
USD 215 M – – 8.83% 62.4% 54 – 0
Shaker Investments
4844
Shaker Investments
Ohio
USD 215 M +USD 33.1 M +18% 19% 216% 92 23.91% 3
Transatlantique Private Wealth
4845
Transatlantique Private Wealth
New York
USD 214 M +USD 27.6 M +15% 12% 88.6% 223 14.8% 1.2
Whelan Financial
4846
Whelan Financial
California
USD 214 M +USD 24.7 M +13% 10.4% 64.6% 37 8.11% 1.4
Capasso Planning Partners
4847
Capasso Planning Partners
South Carolina
USD 214 M +USD 27.4 M +15% 8.99% 51.6% 108 17.59% 1.4
Monte Financial Group
4848
Monte Financial Group
Connecticut
USD 214 M +USD 16.6 M +8% 10.1% 66.7% 85 5.88% 3.2
Bouvel Investment Partners
4849
Bouvel Investment Partners
Pennsylvania
USD 214 M +USD 29.1 M +16% 15.3% 199% 78 2.56% 2.1
DHJJ Financial Advisors
4850
DHJJ Financial Advisors
Illinois
USD 214 M +USD 16.9 M +9% 10.6% 62.5% 828 5.8% 0.6